Creative Planning’s SPDR S&P Homebuilders ETF XHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872K | Sell |
8,848
-1,325
| -13% | -$131K | ﹤0.01% | 1969 |
|
|
2025
Q1 | $986K | Buy |
10,173
+164
| +2% | +$15.9K | ﹤0.01% | 1721 |
|
|
2024
Q4 | $1.05M | Buy |
10,009
+482
| +5% | +$50.4K | ﹤0.01% | 1607 |
|
|
2024
Q3 | $1.19M | Sell |
9,527
-212
| -2% | -$26.4K | ﹤0.01% | 1396 |
|
|
2024
Q2 | $984K | Sell |
9,739
-2,818
| -22% | -$285K | ﹤0.01% | 1405 |
|
|
2024
Q1 | $1.4M | Buy |
12,557
+3,171
| +34% | +$354K | ﹤0.01% | 1127 |
|
|
2023
Q4 | $898K | Buy |
9,386
+191
| +2% | +$18.3K | ﹤0.01% | 1286 |
|
|
2023
Q3 | $704K | Sell |
9,195
-290
| -3% | -$22.2K | ﹤0.01% | 1335 |
|
|
2023
Q2 | $762K | Buy |
9,485
+191
| +2% | +$15.3K | ﹤0.01% | 1274 |
|
|
2023
Q1 | $630K | Sell |
9,294
-2,414
| -21% | -$164K | ﹤0.01% | 1328 |
|
|
2022
Q4 | $706K | Sell |
11,708
-309
| -3% | -$18.6K | ﹤0.01% | 1220 |
|
|
2022
Q3 | $657K | Buy |
12,017
+296
| +3% | +$16.2K | ﹤0.01% | 1158 |
|
|
2022
Q2 | $641K | Buy |
11,721
+230
| +2% | +$12.6K | ﹤0.01% | 1176 |
|
|
2022
Q1 | $726K | Buy |
11,491
+2,444
| +27% | +$154K | ﹤0.01% | 1133 |
|
|
2021
Q4 | $776K | Buy |
9,047
+2,220
| +33% | +$190K | ﹤0.01% | 1072 |
|
|
2021
Q3 | $490K | Sell |
6,827
-1
| -0% | -$72 | ﹤0.01% | 1312 |
|
|
2021
Q2 | $500K | Sell |
6,828
-727
| -10% | -$53.2K | ﹤0.01% | 1281 |
|
|
2021
Q1 | $532K | Buy |
7,555
+90
| +1% | +$6.34K | ﹤0.01% | 1376 |
|
|
2020
Q4 | $430K | Buy |
7,465
+636
| +9% | +$36.6K | ﹤0.01% | 1381 |
|
|
2020
Q3 | $368K | Buy |
6,829
+374
| +6% | +$20.2K | ﹤0.01% | 1271 |
|
|
2020
Q2 | $283K | Buy |
+6,455
| New | +$283K | ﹤0.01% | 1329 |
|
|
2020
Q1 | – | Sell |
-5,593
| Closed | -$255K | – | 1925 |
|
|
2019
Q4 | $255K | Buy |
5,593
+129
| +2% | +$5.88K | ﹤0.01% | 1484 |
|
|
2019
Q3 | $241K | Buy |
5,464
+447
| +9% | +$19.7K | ﹤0.01% | 1484 |
|
|
2019
Q2 | $209K | Buy |
+5,017
| New | +$209K | ﹤0.01% | 1587 |
|
|
2018
Q4 | – | Sell |
-6,977
| Closed | -$268K | – | 1942 |
|
|
2018
Q3 | $268K | Hold |
6,977
| – | – | ﹤0.01% | 1463 |
|
|
2018
Q2 | $276K | Sell |
6,977
-4,199
| -38% | -$166K | ﹤0.01% | 1408 |
|
|
2018
Q1 | $456K | Buy |
11,176
+5,829
| +109% | +$238K | ﹤0.01% | 1116 |
|
|
2017
Q4 | $237K | Buy |
+5,347
| New | +$237K | ﹤0.01% | 1483 |
|
|
2017
Q3 | – | Sell |
-3,478
| Closed | -$134K | – | 3629 |
|
|
2017
Q2 | $134K | Buy |
3,478
+511
| +17% | +$19.7K | ﹤0.01% | 1763 |
|
|
2017
Q1 | $110K | Buy |
2,967
+486
| +20% | +$18K | ﹤0.01% | 1878 |
|
|
2016
Q4 | $84K | Sell |
2,481
-1,109
| -31% | -$37.5K | ﹤0.01% | 1977 |
|
|
2016
Q3 | $122K | Buy |
3,590
+431
| +14% | +$14.6K | ﹤0.01% | 1703 |
|
|
2016
Q2 | $106K | Sell |
3,159
-294
| -9% | -$9.87K | ﹤0.01% | 1637 |
|
|
2016
Q1 | $117K | Sell |
3,453
-2,621
| -43% | -$88.8K | ﹤0.01% | 1527 |
|
|
2015
Q4 | $208K | Sell |
6,074
-2,513
| -29% | -$86.1K | ﹤0.01% | 1165 |
|
|
2015
Q3 | $294K | Buy |
+8,587
| New | +$294K | ﹤0.01% | 980 |
|
|
2015
Q2 | – | Sell |
-8,498
| Closed | -$313K | – | 2910 |
|
|
2015
Q1 | $313K | Buy |
8,498
+3,482
| +69% | +$128K | ﹤0.01% | 965 |
|
|
2014
Q4 | $171K | Buy |
5,016
+1,690
| +51% | +$57.6K | ﹤0.01% | 1232 |
|
|
2014
Q3 | $98K | Sell |
3,326
-1,262
| -28% | -$37.2K | ﹤0.01% | 1487 |
|
|
2014
Q2 | $150K | Buy |
4,588
+945
| +26% | +$30.9K | ﹤0.01% | 1188 |
|
|
2014
Q1 | $119K | Buy |
3,643
+233
| +7% | +$7.61K | ﹤0.01% | 1289 |
|
|
2013
Q4 | $114K | Sell |
3,410
-1,185
| -26% | -$39.6K | ﹤0.01% | 1130 |
|
|
2013
Q3 | $141K | Buy |
4,595
+1,465
| +47% | +$45K | ﹤0.01% | 920 |
|
|
2013
Q2 | $92K | Buy |
+3,130
| New | +$92K | ﹤0.01% | 1033 |
|